Apps
Document Center
Document Center
Free
productivity
Everything in One Place
See all your workspace content at a glance:
Files — PDFs, images, spreadsheets, and any uploaded documents
Notes — Rich text documents from the Notes app
Slides — Presentations and decks from the Slides app
Flows — Visual diagrams and flowcharts
Designs — Design showcases and prototypes
Transcripts — Voice recordings, transcripts, and AI summaries
Links — External URLs with smart provider detection
When you add a link, Document Center recognizes the source—Google Drive, Notion, YouTube, Figma—and shows the right icon so you can spot it instantly.
Navigate Your Way
Find documents however works best for you:
Entity Tree — Browse by entity type, then drill into specific records
Search — Find documents by name, content, or URL
Filters — Narrow by file type, Notes, Slides, Flows, Designs, Transcripts, or specific providers
Favorites — Mark important documents for quick access
Preview Without Leaving
Click any document to preview it in a lightbox. Navigate between documents, view full-screen, or download—without jumping to another page.
Organize as You Go
Drag to upload — Drop files anywhere to upload to the current record
Move between records — Reorganize files with a few clicks
Share with permissions — Give Read, Write, or Admin access with optional expiration
Always Up to Date
Changes sync in real-time. When someone uploads a file or creates a note, it appears in your view instantly.
Works Best With
Install these apps to see their content in the hub:
Notes — Rich text documents appear in the unified list
Slides — Presentations appear alongside your files
Flows — Visual diagrams appear alongside your files
Design Showcase — Design prototypes and showcases appear in the hub
Transcript — Meeting transcripts and AI summaries become searchable
Without these apps, Document Center still shows file attachments and links only.
Screenshots
Integrations
Document Center works great with
Bundles
Document Center is included in these bundles
Starter Pack
Essential apps to get your team up and running.
5 apps includedChangelog
v1.0.0
2026-01-15•
Initial release as installable app
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Unified document hub across all entities
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Entity/record tree navigation with expandable sections
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Cross-entity search for files, notes, and flows
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Type filtering (PDF, Notes, Flows, Links, etc.)
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Document moving between records
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Drag-and-drop upload support
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Virtualized list for large document collections
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Note: File attachments on records stay in core platform
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